Filed April 29, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $146,658 |
COOK STREET CONSULTING8 years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $20,000 |
Filed as: MORGAN STANLEY CAPITAL MANAGEMENT, Service code 27 · EIN 11-3658445 | Advisory (Plan) | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,395 | $47,385-42.2% | $56,411-51.4% | $106,382-74.2% |
| Participation rate | 8.7% | 33.2%-24.4pp | 52.5%-43.7pp | 69.9%-61.1pp |
| Annual return | 15.04% | 17.29%-2.2pp | 1701.33%-1686.3pp | 17.37%-2.3pp |
| Employer contribution / active EE | $51 | $623-91.7% | $1,039-95.0% | $3,364-98.5% |
| Participant deferral / active EE | $362 | $1,440-74.9% | $1,952-81.5% | $5,569-93.5% |
| Admin fee / account holder | $102 | $78+30.6% | $2,829-96.4% | $79+28.8% |